13F-HR/A 1 x13f093007final.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F-HR/A FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2007 Check here if Amendment [X]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: DAVIS SELECTED ADVISERS, LP Address: 2949 East Elvira Road, Suite 101 Tucson, Arizona 85706 13F File Number: 28-04121 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of reporting Manager: Name: Anthony Frazia,JD, CRCP Title: Co-Chief Compliance Officer/Director of Institutional Compliance, Operations and Risk Management Phone: (212) 891-5508 Signature, Place, and Date of Signing: Anthony Frazia New York,NY November 9, 2007 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: none I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Mangers: 0 Form 13F Information Table Entry Total: 207 Form 13F Information Table Value Total: $92,003,695,000 List of Other Included Managers: None FORM 13F INFORMATION TABLE TITLE OF VALUE SHARES/ SH/ PUT/INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALLDSCRETN MANAGERS SOLE SHARED NONE ---------------------------------------------------- -------- --- ----------- --------- -------- ------- ------- 3M Company COM 88579Y101 608 6500SH SOLE 6500 0 0 A.G. Edwards Inc COM 281760108 484 5785SH SOLE 5785 0 0 AES Corp. COM 00130H105 11637 580700SH SOLE 580700 0 0 AES Trust III,6.75%,10/15/PFD 00808N202 13224 271310SH SOLE 271310 0 0 AFLAC, Inc. COM 001055102 23042 403958SH SOLE 360642 0 43316 Agilent Technologies, Inc.COM 00846U101 473670 12843551SH SOLE 11901608 0 941943 Alexander & Baldwin, Inc. COM 014482103 40446 806830SH SOLE 601424 0 205406 Alexandria Real Estate EquCOM 015271109 224699 2334297SH SOLE 2130120 0 204177 Alleghany Corp COM 017175100 1804 4443SH SOLE 4443 0 0 Allstate Corp COM 020002101 1112 19436SH SOLE 19436 0 0 Alltel Corp COM 020039103 572 8214SH SOLE 8214 0 0 Altria Group Incorporated COM 02209S103 3272743 47069506SH SOLE 43178851 0 3890655 Amazon.Com, Inc. COM 023135106 768281 8247780SH SOLE 7720080 0 527700 AMB Property Corp. COM 00163T109 79294 1325761SH SOLE 1325761 0 0 Ambac Financial Group Inc.COM 023139108 409341 6506767SH SOLE 6018285 0 488482 America Movil S.A.B. ADR 02364W105 2169 33883SH SOLE 33883 0 0 American Campus CommunitieCOM 024835100 46582 1590384SH SOLE 1332353 0 258031 American Express Co. COM 025816109 4772023 80377688SH SOLE 74066537 0 6311151 American International GroCOM 026874107 4149122 61332185SH SOLE 57939778 0 3392407 American Standard CompanieCOM 029712106 46479 1304867SH SOLE 1140715 0 164152 American Tower Corp Cl A COM 029912201 27663 635352SH SOLE 555373 0 79979 Ameriprise Financial, Inc.COM 03076C106 1271109 20141168SH SOLE 18885453 0 1255715 Amgen Inc COM 031162100 577 10200SH SOLE 10200 0 0 Aon Corp. COM 037389103 749592 16728231SH SOLE 15261101 0 1467130 Apartment Invest & Manage COM 03748R101 68738 1523100SH SOLE 1523100 0 0 Archstone-Smith Trust COM 039583109 35832 595810SH SOLE 541660 0 54150 Autozone Incorporated COM 053332102 8467 72900SH SOLE 72900 0 0 Avalonbay Communities, IncCOM 053484101 90754 768715SH SOLE 699944 0 68771 Avon Products, Inc. COM 054303102 354408 9443332SH SOLE 8854480 0 588852 Axis Capital Holdings LimiCOM G0692U109 5125 131714SH SOLE 131714 0 0 Bank of America Corp. COM 060505104 1734 34502SH SOLE 34502 0 0 Bank of New York Mellon /TCOM 064058100 1688879 38261876SH SOLE 35762307 0 2499569 Bed Bath + Beyond Inc. COM 075896100 546681 16022312SH SOLE 14949770 0 1072542 Berkshire Hathaway Inc., ACOM 084670108 2431351 20516SH SOLE 19623 0 893 Berkshire Hathaway Inc., BCOM 084670207 755761 191235SH SOLE 147174 0 44061 Blount International, Inc.COM 095180105 42398 3732217SH SOLE 3281969 0 450248 Boston Properties, Inc. COM 101121101 153302 1475477SH SOLE 1337442 0 138035 BP Amoco PLC - ADR ADR 055622104 1179 17000SH SOLE 17000 0 0 Brown & Brown, Inc. COM 115236101 60631 2305356SH SOLE 2015742 0 289614 Burlington Northern Santa COM 12189T104 41412 510187SH SOLE 381730 0 128457 Capital One Financial CorpCOM 14040H105 213 3200SH SOLE 3200 0 0 Cardinal Health Inc. COM 14149Y108 702273 11230978SH SOLE 10166506 0 1064472 CarMax, Inc. COM 143130102 447775 22025316SH SOLE 20426713 0 1598603 CBL & Associates Prop, IncCOM 124830100 93815 2676614SH SOLE 2676614 0 0 China Life Insurance, Co. ADR 16939P106 56402 654163SH SOLE 654163 0 0 Chubb Corp. COM 171232101 267779 4992144SH SOLE 4670404 0 321740 Chunghwa Telecom Co., Ltd.ADR 17133Q205 443 23960SH SOLE 23960 0 0 Cisco Systems, Inc. COM 17275R102 3475 104900SH SOLE 104900 0 0 Citigroup Inc. COM 172967101 1754870 37601675SH SOLE 34326224 0 3275451 CNA Financial Corporation COM 126117100 522 13268SH SOLE 13268 0 0 Coach Inc. COM 189754104 473 10000SH SOLE 10000 0 0 Coca Cola Co COM 191216100 19540 340000SH SOLE 340000 0 0 Comcast Corp - Class A COM 20030N200 2258257 94251512SH SOLE 85470811 0 8780701 Commerce Bancorp, Inc. COM 200519106 771709 19899674SH SOLE 18630470 0 1269204 Companhia Vale do Rio DoceADR 204412100 2620 92100SH SOLE 92100 0 0 ConocoPhillips COM 20825C104 4970243 56628037SH SOLE 52073801 0 4554236 Continental Airlines FinanPFD 210796306 6170 161300SH SOLE 161300 0 0 Convera Corp COM 211919105 6000 1538338SH SOLE 1538338 0 0 Corporate Office PropertieCOM 22002T108 175805 4223027SH SOLE 3894641 0 328386 Costco Wholesale Corp. COM 22160K105 3794721 61833488SH SOLE 56556481 0 5277007 Cousins Properties, Inc. COM 222795106 89923 3062781SH SOLE 2552932 0 509849 Covad Communications GroupCOM 222814204 7120 10626374SH SOLE 9265296 0 1361078 Covidien Ltd. COM G2552X108 1317868 31755864SH SOLE 29148476 0 2607388 CVS Caremark Corp. COM 126650100 1301164 32832810SH SOLE 29985336 0 2847474 D & B Corp. COM 26483E100 892039 9046133SH SOLE 8527232 0 518901 DCT Industrial Trust Inc COM 233153105 49586 4735993SH SOLE 4167453 0 568540 Dell Inc. COM 24702R101 1068708 38721302SH SOLE 35542700 0 3178602 Developers Diversified COM 251591103 89448 1601000SH SOLE 1601000 0 0 Devon Energy Corp. COM 25179M103 2359559 28360082SH SOLE 25880810 0 2479272 Diageo PLC - ADR ADR 25243Q205 458602 5227424SH SOLE 3996485 0 1230939 Discover Financial ServiceCOM 254709108 130838 6290295SH SOLE 5787961 0 502334 Disney Walt Holdings COM 254687106 26225 762568SH SOLE 704352 0 58216 Duke Realty Corp COM 264411505 135529 4008534SH SOLE 3687264 0 321270 EOG Resources, Inc. COM 26875P101 1719410 23771742SH SOLE 21671520 0 2100222 Equity Residential - SeriePFD 29476L883 2973 63200SH SOLE 49600 0 13600 Essex Property Trust, Inc.COM 297178105 118356 1006688SH SOLE 917171 0 89517 ETRADE Financial Corp. COM 269246104 257490 19731005SH SOLE 18294265 0 1436740 Everest Re Group, Ltd. COM G3223R108 133615 1212033SH SOLE 1151983 0 60050 Expedia Inc. COM 30212P105 131320 4119185SH SOLE 3835595 0 283590 Express Scripts Inc - ClasCOM 302182100 535007 9584500SH SOLE 8962800 0 621700 Fairchild Semiconductor InCOM 303726103 6312 337900SH SOLE 337900 0 0 First Industrial Realty TrCOM 32054K103 27990 720100SH SOLE 720100 0 0 First Potomac Realty TrustCOM 33610F109 40081 1838598SH SOLE 1610454 0 228144 Fiserv, Inc. COM 337738108 7779 152944SH SOLE 133323 0 19621 Forest City Enterprises - COM 345550107 97477 1767173SH SOLE 1335906 0 431267 FPIC Insurance Group, Inc.COM 302563101 25959 603003SH SOLE 583012 0 19991 Franklin Electric Co., IncCOM 353514102 39110 951360SH SOLE 825091 0 126269 Gannett Co., Inc. COM 364730101 122089 2793790SH SOLE 2602030 0 191760 Garmin Ltd. 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COM 49446R109 193832 4287371SH SOLE 3932003 0 355368 Kohls Corp COM 500255104 23930 417400SH SOLE 417400 0 0 Koninklijke Philips ElectrADR 500472303 2117 47111SH SOLE 47111 0 0 Legg Mason, Inc. COM 524901105 43040 510613SH SOLE 447654 0 62959 Liberty Media Capital - A COM 53071M302 262396 2102030SH SOLE 1958840 0 143190 Liberty Media Interactive COM 53071M104 201929 10511645SH SOLE 9795480 0 716165 Liberty Property Trust COM 531172104 80055 1990935SH SOLE 1990935 0 0 Lincare Holdings Inc. COM 532791100 38276 1044358SH SOLE 947567 0 96791 Loews Corp. COM 540424108 2227026 46060514SH SOLE 42344197 0 3716317 Lowes Cos Inc. COM 548661107 342810 12234489SH SOLE 11348822 0 885667 M B I A Inc COM 55262C100 29366 481021SH SOLE 422091 0 58930 Macerich Co COM 554382101 175965 2009191SH SOLE 2009191 0 0 Markel Corp. COM 570535104 241924 499842SH SOLE 459661 0 40181 Martin Marietta Materials,COM 573284106 860473 6443080SH SOLE 6019620 0 423460 Masco Corp. COM 574599106 12174 525400SH SOLE 525400 0 0 Mercury General Corp. COM 589400100 1941 36000SH SOLE 36000 0 0 Merrill Lynch & Co Inc COM 590188108 118335 1660144SH SOLE 1660144 0 0 Microsoft Corp. COM 594918104 2069323 70241777SH SOLE 64317632 0 5924145 Millea Holdings, Inc. ADR 60032R106 2529 62950SH SOLE 54246 0 8704 Molex Inc., Class A COM 608554200 41169 1623372SH SOLE 1306862 0 316510 Monsanto Co. COM 61166W101 1715 20000SH SOLE 20000 0 0 Moody's Corp. COM 615369105 945006 18750119SH SOLE 17162532 0 1587586 Morgan Stanley COM 617446448 407985 6475949SH SOLE 6022799 0 453150 Netflix Inc COM 64110L106 111430 5370124SH SOLE 4717909 0 652215 News Corp., Class A COM 65248E104 1637878 74482842SH SOLE 68453500 0 6029342 News Corp., Class B COM 65248E203 2690 115000SH SOLE 115000 0 0 Nokia Oyj Corp. - ADR ADR 654902204 1002 26410SH SOLE 26410 0 0 Nymex Holdings, Inc. 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ADR 78440P108 446642 15038437SH SOLE 13945653 0 1092784 SL Green Realty Corp COM 78440X101 134910 1155347SH SOLE 1056177 0 99170 Sprint Nextel Corp. COM 852061100 962576 50661868SH SOLE 45949624 0 4712244 State Street Corp. COM 857477103 203000 2978280SH SOLE 2793700 0 184580 Suntrust Banks Inc. COM 867914103 1135 15000SH SOLE 15000 0 0 T. Rowe Price Group, Inc. COM 74144T108 3263 58600SH SOLE 58600 0 0 Target Corp COM 87612E106 17923 281935SH SOLE 245890 0 36045 Taubman Centers, Inc. COM 876664103 40861 746320SH SOLE 557546 0 188774 TCF Financial Corp COM 872275102 3477 132800SH SOLE 132800 0 0 Tenaris S.A. ADR 88031M109 39961 759433SH SOLE 669335 0 90098 Texas Instruments, Inc. COM 882508104 373056 10195567SH SOLE 9370346 0 825221 The First Marblehead Corp.COM 320771108 67589 1781950SH SOLE 1781950 0 0 The Hershey Co. 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